Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab Operations provides operational support for all Schwab enterprises including, but not limited to, Advisor Services, Investor Services and Schwab’s International business.  Schwab Operations supports external and internal clients, Branch Financial Consultants and Independent Investment Advisors to fulfill our purpose of championing every client’s goals with passion and integrity.  We inspire client loyalty by creating and delivering a world-class operational support experience while also focusing on employee loyalty and team collaboration. 

The Middle Office Services Platform Strategy and Support team is responsible for facilitating the modernization and maintaining the viability of Schwab systems that support account open and maintenance, client onboarding, transfer of assets, cashiering and fraud prevention. The team leverages its business and technical expertise in partnership with business and technology stakeholders to implement a strategic vision for the platform including participation in design, requirements development, prioritization, development, testing and certification activities.   The Product Owner (PO) plays a critical role in realization of the platform vision with focus on individual systems and their enterprise interdependencies. 

Within this team, the PO will report to the Managing Director overseeing Customer and Account core system functionality. The individual in this role will collaborate with key business & IT stakeholders and partners in defining scope, interpreting requirements and priorities for the modernization and transformation of these systems. The role will require the PO to have a mix of business and technical knowledge, acting as a liaison/partner to maintain business and IT alignment.  The ideal PO should possess a good understanding of the securities industry, software development life-cycle and a holistic view for their products. 

What you'll do:

Serve as the primary contact between our business and IT partners to ensure that business requirements are well documented and technical solutions transformed to meet business strategiesConduct requirement-elicitation meetings with users, developers, system design architects, system integrators and vendors; understanding the context of critical stakeholder needs, pain points and business impactProvide thought-leadership on vision; roadmaps for system development and achieving sprint goalsPartner with cross-functional business and technology teams to create process models, user epics/stories and/or initial use case survey/use casesUnderstand both business and technical dependencies between business areas and within systems that support or may be impacted by middle office functionality; upstream as well as downstream Perform planning and scoping for several inter-related initiatives to help senior-level business stakeholders make informed decisions about which initiatives to tackle and howElicit, document and manage business requirementsFacilitate and drive issues resolution and retrospectives between stakeholdersDevelop expert ‘As Is’ knowledge of platform systems and help define ‘To Be’ system solutions and flowsHandle complex, high profile projects (across multiple domains, systems and stakeholders)Adapt to changing priorities and managing of multiple tasksCoordinate and oversee the work of other BAs as it relates to specific projectsLearn all middle office services business processes and system flows at a high level, and some flows in extreme detailSupport business implementation process for new and/or enhanced system featuresAssist with training and support to frontline staff as appropriate What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

Candidates must have current or past Schwab system experience/knowledge.Bachelor’s degree or equivalent business experience3-to- 5 years’ experience managing requirements for multiple large, complex and cross functional projects.  Emphasis on systems, technologies, business process redesign, and knowledge of technical environmentsProven ability to write business requirements, including user stories, use case development and work flow documentation

Preferred Qualifications: 

5 years’ experience in software development methodology (Agile Framework), preferredStrategic mindset to help drive product management decisions, governance, and long-term visionStrong analytical and problem solving skills - ability to quickly analyze data to identify key insights and apply them to the business; quantitative and qualitative analysis  Confidence in presenting both strategic and tactical vision to the team and management for both big-picture planning and day-to-day management of project goalAbility to align and unify ALL stakeholders to a shared vision and a common focus; including senior leadersExcellent communication, interpersonal, organizational and negotiation skillsProduct and project management skills; business judgment, including ability to balance resources,  evaluate and address risks, and concisely articulate where trade-off decisions are to be madeStrong orientation to clients, including ability to understand needs and apply this knowledge to product enhancements, online user experience, and communication content (internal and external)Ability to analyze and communicate technology recommendations to business stakeholdersHigh attention to detail and the ability to see things through from concept to implementationSecurities Industry/Operational background preferred; a focus on account open solutionsPrior working knowledge of JIRA or any related Scrum tools preferredCompetence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint and Visio

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job